Receptionist/Admin

United InsuranceBrewer, ME
Onsite

About The Position

The Receptionist/Administrative Support employee works to maintain a high level of customer service to our clients, community and team while supporting Account Managers and team members with administrative tasks.

Requirements

  • High school diploma or equivalent.
  • Receive/Maintain appropriate agent licensing.
  • Ability to multitask
  • Self-motivated
  • Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint
  • Excellent oral and written communication skills; organizational skills
  • Excellent customer relationship skills
  • Positive, friendly, and professional attitude

Responsibilities

  • Establishes and maintains a professional, positive, and team-oriented relationship with colleagues.
  • Adherent to company policies and procedures for workflow and documentation.
  • Greet clients and visitors
  • Screen and answer incoming calls – assist and forward as appropriate
  • Take client payments and resolve billing issues (refer to Account Manager as needed)
  • Process In/Out deposits, enter in QuickBooks and reconcile monthly bank statement
  • Process daily receipts and deposits
  • Check incoming faxes and distribute them to appropriate Account Manager or Producer
  • Sort and distribute mail and prepare outgoing mail
  • Process pending cancellations, reinstatements and claim acknowledgements
  • Phone calls to companies, mortgages or clients as requested by Account Managers
  • Order supplies and maintain supply area
  • Print Invoices, scan and file as needed
  • Update client database management system
  • Troubleshoot copier issues with service provider
  • Support account managers in day-to-day operations as needed
  • Performing other duties as assigned.
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